# OrthoFi

> OrthoFi combines software and outsourced financial services for US orthodontic and dental practices. Its Open Choice payment presentation, patient onboarding, insurance processing, billing, collections, and reporting help practices turn consultations into treatment while managing cash flow and receivables. Its portfolio includes OrthoFi, OrthoBanc, and AcceptCare.

- **Founded:** 2013
- **Headquarters:** Denver, United States
- **Founders:** David Ternan (Co-founder and CEO), Jamie Reynolds (Co-founder; orthodontist), Jeff Kozlowski (Co-founder; orthodontist)
- **Products:** OrthoFi, AcceptCare, OrthoBanc, iMaxX, Compassionate Finance
- **Notable:** Company announced its one-millionth treatment start on the OrthoFi platform in January 2023., Joined forces with OrthoBanc in December 2020., Acquired Comprehensive Finance Inc. in 2021, expanding into general dentistry.

## Products & services

- **OrthoFi** — Patient intake, Open Choice financial presentation, pending-patient follow-up, insurance management, patient billing and collections, practice reporting, and practice-management integration.
- **AcceptCare** — Financial presentation and patient financing platform combining configurable in-house payment plans, a multi-lender network, automated follow-up, and reporting.
- **OrthoBanc** — Patient payment management with automatic drafts, a secure portal, payment reporting, and human follow-up on missed payments.
- **iMaxX** — Insurance reimbursement optimization combining Tina Byrne’s expertise with OrthoFi performance data.
- **Compassionate Finance** — Managed in-house financing for dental practices, also offered through AcceptCare.
- **Abella AR** — Digital patient statements and payment options delivered by SMS and email.

## Achievements

- Company announced its one-millionth treatment start on the OrthoFi platform in January 2023.
- Joined forces with OrthoBanc in December 2020.
- Acquired Comprehensive Finance Inc. in 2021, expanding into general dentistry.

## Latest updates

- **2026-02** — Published an on-demand Metrics That Matter LIVE webinar examining 2025 practice performance and priorities for 2026.
- **2026-10** — As of the research date, OrthoFi is promoting an Ortho at Scale event in Denver for November 11-13, 2026; the event is upcoming.

## Links

- Website: https://orthofi.com/
- LinkedIn: https://www.linkedin.com/company/orthofi/
- Twitter/X: https://twitter.com/OrthoFi
- YouTube: https://www.youtube.com/@OrthoFi
- Instagram: https://www.instagram.com/ortho_fi/
- Facebook: https://www.facebook.com/OrthoFi

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Profile page: https://yespress.io/orthofi
Published by YesPress — https://yespress.io
Last updated: 2026-10-02